Envelope/Receipt Printing from Import

This document provides technical guidance for utilizing the “Envelope/Receipt Printing from Import” function within the FLEX system. This feature facilitates the bulk printing of envelopes or receipts by importing account data from a file. For information on printing individual envelopes or receipts, refer to the “Envelope/Receipt Printing” documentation in FLEX Academy.

Location

The “Envelope/Receipt Printing from Import” function is accessible through the FLEX Main Menu:

• Teller
  • Envelope/Receipt Printing from Import

Functionality Overview

“Envelope/Receipt Printing from Import” streamlines the process of generating multiple envelopes or receipts based on a provided data file. The system primarily uses the account numbers from the imported file to retrieve and populate address information from the existing Address Maintenance records within FLEX.

Configuration Options

Before importing a file, configure the following settings within the “Envelope/Receipt Printing from Import” interface:

• Custom Receipt Message:
  • Purpose: If printing receipts, enter a custom message that will appear on each receipt.
• Address Type:
  • Purpose: Select the type of address to be used for each account listed in the imported file.
  • Options:
    • Receipt
    • Statement
    • Tax
    • Credit Card Statement
    • Physical
• Paper Type:
  • Purpose: Specify whether you are printing receipts or envelopes.
  • Options:
    • Envelope
    • Receipt
• Account Column:
  • Purpose: Enter the column number in the import file that contains the account numbers. This is the only column required by the program for data import.
• Printer Type:
  • Purpose: Select the type of printer being used for the output.
  • Options:
    • Laser
    • Dot Matrix
    • Envelope Feeder
• Delimiter:
  • Purpose: Select the character used to separate data fields within your import file.
  • Options:
    • Comma
    • Semi-Colon
    • Colon
    • Tab
• Justification:
  • Purpose: Determine the alignment of the name and address on the printed output.
  • Options:
    • Left
    • Center
• Ignore Last Line:
  • Purpose: Check this box if the last line of your import file contains a total or count and should be disregarded during the import process.
  • Note: Leave unchecked if the last line contains a valid account number.

Importing Files

To import a file for printing:

1. Click the Import button.
2. A file selection dialog will appear. Navigate to the location of your import file.
   • Supported File Type: Only .csv (Comma Separated Values) files can be imported.
3. Select the desired .csv file (e.g., sample.csv).
4. Click Open to pull the data from the selected file into the “Imported” section of the screen.
   • Data Population: Only account numbers are imported directly from the file. All other address-related information (Name, Address Line 1, City, State, Zip) is automatically populated from the Address Maintenance records associated with the imported account numbers.

Printing Envelopes/Receipts

After successfully importing the file:

1. Review the populated data in the “Imported” section to ensure the correct accounts and associated addresses are displayed.
2. Click the Print button to initiate the printing of all envelopes or receipts for each account number listed.

Correcting Import Errors

If an incorrect file is imported:

• Option 1: Sign Off: Sign out of the FLEX system to clear the currently imported data.
• Option 2: Overwrite: Import a different, correct file. The new import will overwrite the previously loaded data.